Yes, check some of the previous HashiConf keynotes to see the types of customers that are paying for it and which products they use. Also HashiCorp's financials are public, although without a per-product breakout. You'll have to connect the dots between some of these things to try and get into the rough ballpark.

I read their s1 and it looked like a lot of the revenue came from professional services.

I’m curious how this affects consultants and PSOs that might be competing w Hashi’s services business and running terraform on jenkins or whatever.

previous quarter: https://ir.hashicorp.com/node/8351/pdf

Cloud: $16.5M (+88% YoY) Subscriptions: $133.6M (+35% YoY) ProServ: $4.4M (+75% YoY)

Cloud revenue is a subset of Subscription revenue, and Subscription revenue is mostly Support ($101.9M). In fact, 3/4 of their total revenue is Support

I don’t think Support is what you think it is here. Ask any Vault or Terraform Enterprise customer how much they pay and what it’s for.

Correct, HashiCorp support price is built into its SKU tiers like Bronze, Silver and Gold. They don't charge for support tickets.

Irrelevant in the grand scheme of things, at this scale of developer community it's all about mindshare. They could've created a compelling paid support or other product offerings, but haven't, or maybe took too much funding and the VCs forced their hand. Regardless, it's a 1-trick pony. Even though they have other cool shit, Terraform is the golden goose, and they just strangled it.

Now someone will fork it to "Terrafoam" or whatever and that'll be it. MitchellH's vision and expertise is no longer critical to the project.